PERRYMAN FINANCIAL ADVISORY INC /AD

Q3 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
190
Total value ($000)
$791,348
Net value change ($000)
+40,049 (5.3%)
New positions
3
Sold out positions
4
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXXONMOBIL HOLDINGS CORP 11,861 NEW
NVDA 10,979 13.3%
AAPL 8,238 14.5%
MSFT 7,830 39.4%
META 2,029 43.2%
CRWD 1,973 46.3%
PLTR 1,786 60.5%
AMZN 1,556 6.5%
VEEV 1,396 66.2%
PANW 1,261 19.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -9,885 -100.0%
CAT -2,457 -21.5%
HD -1,571 -18.5%
AVGO -1,550 -6.9%
WM -1,120 -8.3%
GOOGL -866 -3.9%
VIOO -790 -7.7%
BX -787 -5.1%
FNX -772 -7.4%
JLL -661 -49.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type